Perigon Wealth Management
FRSH icon

Perigon Wealth Management’s Freshworks FRSH Stock Holding History

Perigon Wealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-17,622
Closed -$178K – 1507
2026
Q2 		$178K Buy
17,622
+5,573
+46% +$49.6K ﹤0.01% 1380
2026
Q1 		$96.8K Buy
+12,049
New +$111K ﹤0.01% 1262

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Perigon Wealth Management's FRSH Position: Q3 2026 in Review

Perigon Wealth Management sold out of Freshworks (FRSH) in Q3 2026, closing a stake of 17,622 shares — an estimated $178K sold.

Perigon Wealth Management first reported a position in FRSH in Q1 2026 and held it in 2 quarters. The position peaked at $178K in Q2 2026. 137 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Perigon Wealth Management reported no remaining Freshworks position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 17,622 Freshworks shares in Q3 2026, an estimated $178K.
  • Perigon Wealth Management first reported a position in Freshworks in Q1 2026 and held it in 2 quarters.
  • Perigon Wealth Management's Freshworks position peaked at $178K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.